Brio Consultants’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $434K | Sell |
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|
2021
Q3 | $439K | Sell |
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|
2021
Q2 | $440K | Buy |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $454K | Sell |
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|
2020
Q2 | $425K | Sell |
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|
2020
Q1 | $1.84M | Sell |
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|
2019
Q4 | $2.38M | Sell |
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|
2019
Q3 | $2.21M | Sell |
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|
2019
Q2 | $2.37M | Sell |
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|
2019
Q1 | $2.45M | Sell |
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|
2018
Q4 | $2.38M | Buy |
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